+2,145.4%
PPL vs SU
+60,355.2%
-58,209.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | -0.3% |
| 7D | -1.2% | -10.6% | +9.4% | -1.2% |
| 30D | +4.2% | -6.6% | +10.9% | +4.2% |
| 3M | +1.5% | +12.9% | -11.4% | +1.5% |
| 6M | +1.0% | +6.7% | -5.7% | +1.0% |
| YTD | +4.4% | +55.2% | -50.8% | +4.3% |
| 1Y | +0.8% | +61.5% | -60.8% | +0.7% |
| 3Y | +56.5% | +128.7% | -72.2% | +56.3% |
| 5Y | +47.7% | +210.8% | -163.2% | +47.5% |
| 10Y | +64.4% | +214.4% | -149.9% | +64.2% |
| All | +2,145.4% | +60,355.2% | -58,209.8% | +2,127.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling